Senior Manager – Private Client Compliance

Overview

In this Senior Manager role, you lead personal tax compliance for a high-net-worth client portfolio and collaborate with experienced tax specialists. You will identify advisory opportunities and guide areas such as inheritance tax, trusts, estates, and succession planning. As a trusted adviser, you’ll support junior team members and contribute to growing the Private Client service. The position offers hybrid working, exposure to high-quality compliance and advisory work, and a stake in the firm’s expansion of a fast-growing tax practice.

Pay / Benefits

• competitive salary
• benefits package
• employee share reward scheme
• flexible hybrid working
• work-life balance
• career development

Responsibilities

• Lead delivery of personal tax compliance for a diverse client portfolio
• Identify and pursue advisory opportunities within clients’ tax needs
• Provide guidance on inheritance tax, trusts, estates and succession planning
• Act as trusted adviser to clients and professional intermediaries
• Support and develop junior team members and contribute to service line growth

Key requirements

• Significant experience in a Private Client or Personal Tax environment
• Strong technical knowledge across personal tax issues
• Proven ability to build lasting client relationships
• Ability to manage a varied portfolio and multiple priorities
• Experience in mentoring or managing others
• CTA preferred; ACA, ATT or equivalent qualifications with substantial relevant experience considered

• client-focused
• relationship-building
• mentoring
• personal tax compliance
• trusts and estates
• inheritance tax

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